The sites have been chosen for relevance to the chapter and for accuracy so students can easily research and retrieve financial data and information.

WEBSITES http://www.nasdaq.com www.nyse.com http://www.amex.com

The above sites contain information of listing requirements for each of the markets. The sites also provide substantial data for equities.

Internet Exercises: E-Investments

These exercises were created to provide students with a structured set of steps to finding financial data on the Internet.

Easy-to- follow instructions and questions are presented so students can utilize what theyve learned in class in todays Web-driven world.

E-INVESTMENTS: MUTUAL FUND REPORT

Go to: http://morningstar.com. From the home page select the Funds tab. From this lo- cation you can request information on an individual fund. In the dialog box enter the ticker JANSX, for the Janus Fund, and enter Go. This contains the report information on the fund. On the left-hand side of the screen are tabs that allow you to view the var- ious components of the report. Using the components of the report answer the follow- ing questions on the Janus Fund.

Report Component Questions Morningstar analysis What is the Morningstar rating? What has been the funds year-to-date return?

Total returns What is the 5- and 10-year return and how does that compare with the return of the S&P?

Ratings and risk What is the beta of the fund? What is the mean and standard deviation of returns? What is the 10-year rating on the fund?

Portfolio What two sectors weightings are the largest? What percent of the portfolio assets are in cash?

Nuts and bolts What is the funds total expense ratio? Who is the current manager of the fund and what was his/her start date? How long has the